Mosaic Financial Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$873K Sell
2018
Q1
$959K Sell
2017
Q4
$1.06M Hold
2017
Q3
$1.02M Sell
2017
Q2
$969K Sell
2017
Q1
$960K Sell
2016
Q4
$939K Sell
2016
Q3
$979K Sell
2016
Q2
$1.43M Sell
2016
Q1
$2.42M Buy
2015
Q4
$2.15M Sell
2015
Q3
$2.24M Sell
2015
Q2
$2.65M Sell
2015
Q1
$2.63M Buy
2014
Q4
$2.36M Buy
2014
Q3
$2.31M Sell
2014
Q2
$2.54M Sell
2014
Q1
$2.61M Sell
2013
Q4
$2.56M Buy
2013
Q3
$2.44M Sell
2013
Q2
$2.17M Buy